- Who Can Manage The directory?
- Users and Staff Table Overview
- Tenant Table Overview
- Vendor Table Overview
Who Can Manage The Directory?
Only Building Admins and Building Managers can add and manage users in the Directory.
Users and Staff Table Overview
The Users and Staff sub-directories include a table view where the following actions can be performed:
Manage Profiles
- +New: Add a User or Staff Member
- Upload: Bulk Upload Users or Staff Members
- Edit (pencil icon): Edit a profile, change a user role, switch the user's company, add a User Tag, etc.
- Delete (trash icon): Delete a profile
- Invite Users (envelope icon): Once a user's profile is added, you can invite them to download the mobile app via email.
- View Pass (badge icon): Click to view the user's pass (not applicable in all buildings)
Administrative Actions:
- Edit Columns: Edit and/or reorder columns
- Filter and Search: Filter or search by any field in the profile
- Download: Download a .csv of the table. If you have edited or rearranged the columns, the download will respect those edits.
Bulk Actions
Select multiple profiles and the Action button in the upper left will illuminate. From here, you can perform several actions to multiple profiles at once.
- Send Invites
- Add User Tags
- Remove User Tags
- Set Role
- Set Account Status
- Delete Users
Tenant Table Overview
The Tenant sub-directory includes a table view where the following actions can be performed:
Manage Tenants
- +New: Add a Tenant
- Upload: Bulk Upload Tenants
- Edit (pencil icon): Edit a tenant's information or settings
- Delete (trash icon): Delete a tenant
Administrative Actions:
- Edit Columns: Edit and/or reorder columns
- Filter and Search: Filter or search by any field in the profile
- Download: Download a .csv of the table. If you have edited or rearranged the columns, the download will respect those edits.
Vendor Table Overview
The Vendor sub-directory includes a table view where the following actions can be performed:
Manage Profiles
- +New: Add a Vendor User
- Upload: Bulk Upload Vendor Users
- Edit (pencil icon): Edit a profile, change a user role, switch the user's company, add a User Tag, etc.
- Delete (trash icon): Delete a profile
Administrative Actions:
- Edit Columns: Edit and/or reorder columns
- Filter and Search: Filter or search by any field in the profile
- Download: Download a .csv of the table. If you have edited or rearranged the columns, the download will respect those edits.
Bulk Actions
Select multiple vendor profiles and the Action button in the upper left will illuminate. From here, you can delete vendors in bulk, if needed.
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